Diversify Wealth Management’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Sell |
1,569
-154
| -9% | -$80K | 0.05% | 302 |
|
|
2025
Q1 | $798K | Sell |
1,723
-135
| -7% | -$62.5K | 0.06% | 274 |
|
|
2024
Q4 | $717K | Sell |
1,858
-102
| -5% | -$39.4K | 0.06% | 275 |
|
|
2024
Q3 | $766K | Sell |
1,960
-155
| -7% | -$60.5K | 0.07% | 227 |
|
|
2024
Q2 | $787K | Buy |
+2,115
| New | +$787K | 0.1% | 194 |
|